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Demo Lounge: RiskAdvisor

December 11 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Join this Demo Lounge presented by RiskAdvisor to see how AI-powered intake and underwriting automation can help your agency quote faster, eliminate double entry, and win more business.

RiskAdvisor’s UnderwritingAI and guided intake tools are built specifically for personal lines agents—automating what used to take hours into just minutes. With real-time eligibility insights, intelligent intake flows, and seamless integrations into raters, carriers, and AMS systems, RiskAdvisor transforms how your team works.

David Watson from RiskAdvisor will demonstrate how AI and automation can streamline quoting, improve data accuracy, and drive profitability across your agency.

What You’ll Learn:

  • Slash Quote Times: See how RiskAdvisor collapses quoting from 90 minutes to under 20 without sacrificing accuracy.
  • Kill Double Entry for Good: Learn how one intake flows through raters, carriers, and AMS with zero rekey.
  • Win More and Cross-Sell Better: Unlock AI-powered prompts that catch hidden opportunities and prevent unwinnable quotes.

Why It Matters:

  • Personal lines agents are under constant pressure from direct writers and rising client expectations.
  • Slow quoting, double entry, and incomplete intake cost agencies time, revenue, and client trust.
  • AI-powered intake helps agencies compete on speed, accuracy, and advice—turning inefficiency into profitability.

Things to Think About:

  • How much time does your team spend manually quoting or entering data?
  • Could your raters and carriers be connected through one guided intake?
  • How much revenue could you recover with faster, smarter quoting?

Register now to secure your spot!

 

Speakers:

David Watson Head Shot

David Watson
CEO / Founder
RiskAdvisor

 

 

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